This Month
More pain tipped for lithium stocks as rout takes hold
Brokers are warning that the nose dive in lithium prices is far from over, spelling more trouble for the ASX’s worst-performing mining companies.
- Alex Gluyas
Investors hunt for diamonds among ASX dogs
With the new financial year kicking off, funds are busy hunting through the sharemarket’s bargain bin for oversold names, betting on a rebound.
- Joshua Peach
GQG slashes tech exposure, here’s where it’s buying next
Brian Kersmanc was the first analyst that star stockpicker Rajiv Jain hired for his new firm. He’s now co-managing all of GQG’s strategies which are pumping out near-40 per cent returns.
- Alex Gluyas
June
Ex-Magellan stock pickers partner with Bennelong to launch new fund
Kris Webster and Michael Poulsen each spent more than a decade at the investment firm before finally setting up their own shop last year.
- Joshua Peach
Wall Street’s record rally built on ‘shaky foundations’
The AI-powered surge in the US sharemarket has lifted the S&P 500 by 32 per cent from its October lows, but equity strategists warn not everything is so rosy under the hood.
- Updated
- Alex Gluyas
ResMed sinks as drug trial sparks Ozempic-style sell-off
New results from Eli Lilly’s weight-loss treatment have traders reaching for the sell button, but analysts aren’t so sure.
- Updated
- Joshua Peach
Wilson’s Oberg is tipping 50pc upside in this small-cap stock
Wilson Assets Management’s Oscar Oberg is bullish on Iress even as its share price has tanked. He also like G8 Education and reveals why he is looking to buy up retail stocks again.
- Updated
- Joanne Tran
‘Active’ a dirty word in investing circles, high fees an issue: JP Morgan
JP Morgan executive Andrew Creber argues active managers are on the cusp of a comeback but passive investor Betashares says ‘no chance’.
- Michelle Bowes
Three ASX tech darlings that just broke into the big leagues
The little-known small cap tech stocks are set to join ranks of better-known peers after all rallying more than 100 per cent in the past 12 months.
- Joshua Peach
Ellerston Capital snaps up IDP Education stake, hoping for rebound
The boutique fund manager’s Chris Kourtis told clients that the immigration restrictions weighing on the share price had created an “attractive entry point”.
- Joshua Peach
A biotech boom for the ASX? This fundie thinks so
SG Hiscock’s Rory Hunter thinks CSL could “absolutely” hit $500, says biotechs are ripe for M&A, and reveals a hidden gem flying under the market’s radar.
- Alex Gluyas
Buying the dip? Seven trashed ASX stocks fundies are snapping up
Lovisa, Worley and Orora are among the recent laggards that fund managers have been buying at – what they believe – are rare discounts.
- Joshua Peach
- Opinion
- Sharemarket
Forget banks, it’s time to start buying mining stocks
Money has flowed disproportionately to the big four and Wesfarmers, but headwinds are starting to turn into tailwinds for the resources sector.
- Paul Taylor
May
L1 Capital says banks pose risk to ASX, but it likes AGL
The Melbourne fund manager is warning that the dream run for retailers and the big banks will come to an end and weigh markets down.
- Jonathan Shapiro
Why the big four banks keep wrong-footing the market
Investors are asking whether analysts jumped the gun by advising clients to sell bank stocks, as the lenders continue to defy bearish views on their valuations.
- Alex Gluyas
Six ASX stocks the AI bulls may have overlooked
A report from Morgan Stanley has shed light on the overlooked sectors on the ASX that could be set to benefit from the artificial intelligence revolution.
- Joshua Peach
Fund abandons ASX mandate to jump on US tech rally
Nathan Bell is upping his allocation to US stocks, saying the current price for some quality names on the ASX had reached “ridiculous” levels.
- Joshua Peach
The ASX stocks fundies are avoiding – and what they’re backing instead
With the ASX 200 trading within 50 points of its record high on Monday, here’s what these fund managers think could be ripe for a re-rate.
- Joshua Peach
VGI founder Robert Luciano pulls millions from Regal-owned funds
The high-profile stock picker has sold stakes in the funds managed by Phil King after registering a new venture last month.
- Joshua Peach
Nvidia bulls are selling – here’s what one fundie is buying instead
The AI market darling is reporting earnings next week, following a jaw-dropping share price run in the last 18 months.
- Updated
- Joshua Peach